2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-16.2%

Net Return YTD

2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-8.3%

Net Return YTD

Hang Seng Index

Financials data per

-16.2%

Net Return YTD

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Data source: Globalance

-16.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-24.4%

Net Return Last 3 Years

Dow Jones Indust A

Financials data per

-8.3%

Net Return YTD

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Data source: Globalance

-8.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.7%

Net Return Last 3 Years

Investment Performance

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Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Kuaishou Technology Class B+2.8%7.9%
Trip.com Group Ltd.+2.5%0.7%
Li Auto, Inc. Class A-1.7%3.1%
JD Health International, Inc.-2.0%4.7%
Semiconductor Manufacturing International Corp.-8.1%5.0%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+117.7%0.2%
EQT Corporation+101.3%0.0%
H&R Block, Inc.+95.3%0.0%
Enphase Energy, Inc.+65.8%0.1%
Signify Health, Inc. Class A+61.7%0.0%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ming Yuan Cloud Group Holdings Limited-62.3%0.5%
Sunny Optical Technology (Group) Co., Ltd.-54.4%5.4%
XPeng, Inc. Class A-53.6%1.1%
AAC Technologies Holdings Inc.-52.7%0.8%
Bilibili, Inc. Class Z-48.0%1.3%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-79.6%0.0%
Upstart Holdings, Inc.-77.9%0.0%
Snap, Inc. Class A-77.5%0.0%
TuSimple Holdings, Inc. Class A-72.2%0.0%
RingCentral, Inc. Class A-71.8%0.0%